Your Document & Data Transformation Journey
Powered by SideDrawer™
SideDrawer deploys as one governed vault across every line of business — centralizing documents and communications scattered across your systems, then carrying every relationship through inbound collection, outbound collaboration, and formal approvals under a single audit trail.
The Enterprise Fragmentation Problem
Every line of business runs its own vault. None of them see the whole client.
Wealth management deploys one portal, commercial banking another, insurance a third — each with its own configuration, its own audit trail, and its own slice of the relationship. Documents and business communications describing the same client sit scattered across ECMs, shared drives, and inboxes with no structure connecting them.
Per-team tools, not enterprise infrastructure
Each business line procures and configures its own client-facing tool. There is no firm-wide audit trail and no consistent client experience across divisions.
Documents and messages scattered across systems
Client-relevant files and correspondence live in ECMs, shared drives, and inboxes with no shared structure connecting them to the entity they actually describe.
No consistent permissioning across tools
Each division's tool enforces access control differently — there is no single, entity-level permissioning model governing who can see what across the whole client relationship.
Document & Communication Ingestion
Everything scattered across your systems becomes one structured profile.
SideDrawer ingests documents and business communications from the systems your enterprise already runs — ECMs, shared drives, case files, and internal messaging — and maps each item into the profile of the individual, family, business, trust, or estate it belongs to.
This is not a return to email as a document channel. Ingestion runs in the opposite direction: it pulls what is currently scattered across inboxes and shared drives out of those unstructured channels and into one governed, audited vault — so nothing client-relevant is left behind in a system no one is watching.
- Not a mailbox. Ingestion absorbs what's already scattered across email and shared drives — it doesn't add a new channel for sensitive documents to travel through.
- Structured on arrival. Every ingested document or message is mapped to the entity, relationship, and permission context it belongs to — not dropped into an undifferentiated pile.
- Enterprise-wide by default. Ingestion runs across every line of business under one governance model, not per-team configurations.
“We've had occasions around estates where we needed to bring in a lawyer. Since all the documents are in SideDrawer, it makes it really easy to share with the lawyer by adding them as a collaborator. So nothing's going over email.”John Baynham — Retirement Income Group
“We have organizational consistency with clients and their other professionals. The Collaborators know to go to SideDrawer to find our shared clients' documents, saving considerable time when working together.”John Baynham — Retirement Income Group
Not a replacement for your ECM. SideDrawer does not ask you to migrate off your enterprise content management system, core banking platform, or case management system. It's a collaboration and orchestration layer that sits on top — with deep, entity-level permissioning — so those systems keep serving as the system of record while SideDrawer governs how documents and data move between people, teams, and the outside professionals they work with.
The Document & Data Transformation Journey
The vault is the first stage, not the whole story.
Enterprises evaluating SideDrawer are rarely buying a vault for one division. They're mapping a journey — how documents and data move through the relationship end to end — and the vault is where that journey starts. The same governed deployment carries every stage below, instead of splitting it across email, e-signature tools, and disconnected portals.
Centralize
Documents and communications scattered across ECMs, shared drives, and inboxes are ingested into one governed vault — the foundation the rest of the journey runs on.
Collect
Inbound information requests and smart forms replace chasing clients and counterparties over email, with outstanding items tracked in the open.
Collaborate
External professionals — lawyers, accountants, referral partners — join the relationship as permissioned collaborators, not email recipients holding an unmanaged copy.
Formalize
Approvals and e-signatures close the loop inside the same governed record, instead of splitting the audit trail across a signing tool and a portal upload.
Every stage runs under the same enterprise-wide governance and audit trail — see how the workflow layer closes the audit gap most client portals leave open.
Why This Isn't an ECM Replacement
One consistent permissioning model, not another disconnected point tool.
Ingestion starts the transformation
Before any relationship can be governed consistently, its documents and communications have to be pulled out of scattered inboxes, drives, and systems into one structure. Ingestion is the first stage of the transformation — not an afterthought bolted on top of it.
Consistency across inbound and outbound powers enterprise transformation
The same governed experience for collecting information in and sharing it out — applied consistently across every line of business — is what turns a single-team vault into an enterprise-wide transformation, rather than another disconnected point deployment.
The journey is the foundation, not the endpoint
Every stage of the journey — centralize, collect, collaborate, formalize — runs on top of your existing ECM and core systems, under one permissioning model, rather than requiring a migration off them.
Deep Permissioning
Entity-level permissioning governs every document, every relationship, across the enterprise.
This is the orchestration layer, not a second copy of your content. Permissions are scoped to the relationship itself — not just a folder or a file.
Entity-level access control
Permissions are scoped to the individual, family, business, trust, or estate — not just the folder or file — so access follows the relationship, not a static directory structure.
Centralized governance across every business line
One permission model is enforced consistently across wealth, banking, insurance, and capital markets — replacing per-team configurations that don't talk to each other.
Full audit trail on every permission decision
Every grant, revoke, and access event is logged and attributed — not just who logged in, but who saw what, when, and under whose authorization.
Faster document collection when collection, sharing, and permissioning run through the same governed vault — instead of per-team tools with no shared access model.
Deployment
One deployment model, scaled across the enterprise.
Deploy enterprise-wide
SaaS, Enterprise SaaS, or Enterprise PaaS with client-held keys — one governance model across every line of business, not one vault per team.
Ingest
Connect existing ECMs, shared drives, case management systems, and internal communications. SideDrawer absorbs what's already scattered.
Structure
Content is mapped into per-entity profiles — individuals, families, businesses, trusts, and estates — with permissions applied automatically and consistently across the firm.
Govern & act
Permissions and audit trails are enforced centrally across every business line — not configured team by team.
One Deployment, Every Line of Business
The same governed vault, structured differently for each business line.
One profile, every advisor at the firm
Family relationships are ingested once and stay visible consistently across every advisor and team in the firm — not just the primary relationship manager's inbox.
Every line of business, one customer record
Commercial, retail, and wealth divisions ingest into the same governed customer representation instead of maintaining separate, disconnected silos.
Policyholder data ingested across every channel
Claims correspondence, policy documents, and beneficiary updates flow into one profile regardless of which department received them.
Every document, every professional, one record
Documents from attorneys, accountants, and family members are ingested and structured against the estate itself, not scattered across each professional's inbox.
Questions About Enterprise Deployment
Common questions from enterprise IT, compliance, and procurement teams. For a full technical briefing, request a conversation with our product team.
Ready to deploy one governed vault across your enterprise?
Request a briefing to see how centralizing documents and communications, then running every relationship through one consistent inbound-and-outbound workflow, gives every line of business one governed, permissioned client representation.
Request an Enterprise Briefing
.png)
.svg)
